| Why Failing to Upsell Coverages Creates a Lose-Lose Scenario | | https://www.iamagazine.com/strategies/why-failing-to-upsell-coverages-creates-a-lose-lose-scenario | Why Failing to Upsell Coverages Creates a Lose-Lose Scenario | Offering a new coverage or limit is not the same as recommending, much less choosing it. That choice belongs to your customer. | 1/12/2022 11:00:00 AM | E＆O Loss Control | E＆O Loss Control | Strategies | Matthew Davis | | |
| Life Settlement Options and E&O Coverage | | https://www.iamagazine.com/strategies/life-settlement-options-and-e-o-coverage | Life Settlement Options and E&O Coverage | Is there errors & omission coverage for recommending a life settlement option? The answer is “yes" and “no." | 4/8/2021 10:05:00 AM | Life-Health | Life-Health
E＆O Loss Control | Strategies | Chris Boggs | | |
| Why Polling Letters Are Important for E&O | | https://www.iamagazine.com/markets/why-polling-letters-are-important-for-e-o | Why Polling Letters Are Important for E&O | Coverage written on a claims-made basis require key employees to report any incidences that qualify as or may lead to a claim. | 3/29/2021 10:10:00 AM | E＆O Loss Control | E＆O Loss Control
Commercial Lines | Markets | Chris Boggs | | |
| Student of the Industry: 4 E&O Lessons from an Insolvency | | https://www.iamagazine.com/viewpoints/student-of-the-industry-4-e-o-lessons-from-an-insolvency | Student of the Industry: 4 E&O Lessons from an Insolvency | Insolvency and errors & omissions risk go hand in hand and when claims aren't settled, insureds may turn to the agent for restitution. Here are four lessons from a real case. | 11/18/2020 11:00:00 AM | Student of the Industry | Student of the Industry
E＆O Loss Control | Viewpoints | Paul Buse | | |
| Should an Agency Purchase E&O Coverage from an Appointed Carrier? | | https://www.iamagazine.com/strategies/should-an-agency-purchase-e-o-coverage-from-an-appointed-carrier | Should an Agency Purchase E&O Coverage from an Appointed Carrier? | Before placing errors & omissions coverage with any carrier you are appointed to represent, consider these five factors. | 6/16/2020 8:22:16 PM | E＆O Loss Control | E＆O Loss Control | Strategies | Chris Boggs | | |
| Should Agencies Offer Business Reopening Advice? | | https://www.iamagazine.com/strategies/should-agencies-offer-business-reopening-advice | Should Agencies Offer Business Reopening Advice? | An agency has several clients that are nonprofit private swimming pool clubs. They are looking to the agency for help to reopen safely, including advice with waivers and standard procedures. | 5/22/2020 7:33:28 PM | E＆O Loss Control | E＆O Loss Control | Strategies | Big “I” Virtual University Faculty | | |
